MSFP
CAH icon

Mark Sheptoff Financial Planning’s Cardinal Health CAH Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CAH Stock Details CAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-23
Closed -$2.26K – 436
2024
Q2 		$2.26K Hold
23
– – ﹤0.01% 388
2024
Q1 		$2.57K Hold
23
– – ﹤0.01% 356
2023
Q4 		$2.32K Hold
23
– – ﹤0.01% 355
2023
Q3 		$2K Hold
23
– – ﹤0.01% 339
2023
Q2 		$2.17K Hold
23
– – ﹤0.01% 345
2023
Q1 		$1.74K Hold
23
– – ﹤0.01% 348
2022
Q4 		$1.77K Hold
23
– – ﹤0.01% 352
2022
Q3 		$2K Hold
23
– – ﹤0.01% 322
2022
Q2 		$1K Hold
23
– – ﹤0.01% 356
2022
Q1 		$1K Hold
23
– – ﹤0.01% 402
2021
Q4 		$1K Buy
+23
New +$1.13K ﹤0.01% 431
2018
Q4 		– Sell
-400
Closed -$22K – 329
2018
Q3 		$22K Sell
400
-200
-33% -$10.2K 0.02% 227
2018
Q2 		$29K Sell
600
-900
-60% -$51K 0.02% 196
2018
Q1 		$94K Sell
1,500
-400
-21% -$27.4K 0.07% 131
2017
Q4 		$116K Sell
1,900
-200
-10% -$12.4K 0.08% 129
2017
Q3 		$141K Sell
2,100
-10,550
-83% -$746K 0.09% 126
2017
Q2 		$986K Sell
12,650
-1,201
-9% -$90.6K 0.68% 42
2017
Q1 		$1.13M Sell
13,851
-3,561
-20% -$280K 0.81% 35
2016
Q4 		$1.25M Sell
17,412
-4,630
-21% -$335K 0.93% 32
2016
Q3 		$1.71M Sell
22,042
-2,247
-9% -$182K 1.27% 24
2016
Q2 		$1.9M Sell
24,289
-185
-0.8% -$14.7K 1.42% 21
2016
Q1 		$2.01M Sell
24,474
-496
-2% -$40.3K 1.63% 19
2015
Q4 		$2.23M Buy
24,970
+1,055
+4% +$89.6K 1.81% 15
2015
Q3 		$1.84M Buy
23,915
+3,853
+19% +$322K 1.61% 18
2015
Q2 		$1.68M Buy
20,062
+203
+1% +$17.9K 1.36% 21
2015
Q1 		$1.79M Buy
19,859
+103
+0.5% +$8.87K 1.5% 19
2014
Q4 		$1.59M Buy
19,756
+904
+5% +$71.4K 1.41% 18
2014
Q3 		$1.41M Buy
18,852
+1,452
+8% +$106K 1.25% 21
2014
Q2 		$1.19M Sell
17,400
-198
-1% -$13.5K 1.02% 32
2014
Q1 		$1.23M Buy
+17,598
New +$1.22M 1.09% 30

Other funds holding CAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's CAH Position: Q3 2024 in Review

Mark Sheptoff Financial Planning sold out of Cardinal Health (CAH) in Q3 2024, closing a stake of 23 shares — an estimated $2.26K sold.

Mark Sheptoff Financial Planning first reported a position in CAH in Q1 2014 and held it in 30 quarters. The position peaked at $2.23M in Q4 2015. 1,016 funds tracked by Wall St. Rank hold CAH as of Q3 2024.

  • Mark Sheptoff Financial Planning reported no remaining Cardinal Health position as of Q3 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 23 Cardinal Health shares in Q3 2024, an estimated $2.26K.
  • Mark Sheptoff Financial Planning first reported a position in Cardinal Health in Q1 2014 and held it in 30 quarters.
  • Mark Sheptoff Financial Planning's Cardinal Health position peaked at $2.23M in Q4 2015.
  • 1,016 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2024, filed 14 Nov 2024.